Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,759 | $53,546+194.6% | $69,890+125.7% | $68,490+130.3% |
| Participation rate | 88.1% | 64.5%+23.6pp | 70.5%+17.7pp | 67.9%+20.2pp |
| Annual return | -10.39% | -13.87%+3.5pp | 190.84%-201.2pp | -7.85%-2.5pp |
| Employer contribution / active EE | $5,153 | $2,019+155.2% | $2,560+101.3% | $2,597+98.4% |
| Participant deferral / active EE | $7,197 | $2,957+143.4% | $3,848+87.0% | $4,028+78.7% |
| Admin fee / account holder | $33,466 | $4,693+613.2% | $6,267+434.0% | $5,403+519.4% |